+5,107.8%
OKE vs AEHR
+542.0%
+4,565.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.9% |
| 7D | +1.2% | +9.8% | -8.5% | +0.8% |
| 30D | +4.5% | -26.7% | +31.2% | +5.7% |
| 3M | +9.6% | -8.1% | +17.7% | +8.6% |
| 6M | +15.4% | +123.1% | -107.7% | +8.2% |
| YTD | +36.5% | +369.0% | -332.5% | +22.3% |
| 1Y | +39.0% | +256.4% | -217.4% | +25.5% |
| 3Y | +74.3% | +96.4% | -22.1% | +55.7% |
| 5Y | +141.2% | +836.6% | -695.4% | +90.4% |
| 10Y | +262.1% | +3,718.1% | -3,456.0% | +146.6% |
| All | +5,107.8% | +542.0% | +4,565.8% | +3,109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling